Analysis·Macro by Mark·Growth
Growth is cooling, but domestic demand still looks resilient.GrowthDashboardsTheoryLow confidence
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Financial stress containment vs contagion
Read how rates, spreads, and market tone are amplifying or offsetting the macro cycle.
What to watch: Watch curve shape and policy-sensitive assets together before deciding whether financial tightening is broadening.
FinancePolicyDashboardsModels2 stories
Mar 22
2026 Sunday
Mar 20
2026 Friday
Analysis·Macro by Mark·Inflation
Disinflation is intact, but the last mile remains uneven.InflationPolicyDashboardsTheoryLow confidence
Mar 19
2026 Thursday
Analysis·Macro by Mark·Financial Conditions
Equity breadth has improved even as leadership stays narrow.FinancePolicyDashboardsModelsLow confidence
Mar 18
2026 Wednesday
Analysis·Macro by Mark·Financial Conditions
Rates are doing more of the macro tightening work now.FinancePolicyDashboardsModelsLow confidence
Mar 17
2026 Tuesday
Analysis·Macro by Mark·Fiscal Policy
Fiscal headlines matter when the growth cycle is already decelerating.PolicyGrowthDashboardsTheoryLow confidence